Photo of Carole  Reed

Carole Reed

Retired Shareholder

    Education

    Loyola University, Chicago, cum laude, honors program, B.S., 1972

    University of Houston, J.D., cum laude, 1984

    Honors

    Recognized in “Women in the Law” Business Edition of Best Lawyers in America, 2021

    Best Lawyers in America, 2021, 2022

    AV Preeminent rated - Martindale Hubbell

    University of Houston Law Center, Former Adjunct Professor, Estate Planning

    Named Best in Client Satisfaction Wealth Managers, Texas Monthly, 2009, 2010, 2011, 2012, 2013 and 2014.

    Bar Admissions

    State Bar of Texas

    Board Certified, Estate Planning and Probate Law, Texas Board of Legal Specialization

    Court Admissions

    United States District Court for the Southern District of Texas

    Profile

    With over 30 years experience, Carole Reed's practice focused on all aspects of estate, gift and generation-skipping transfer tax planning as well as estate administration and related matters.  Her clients included high net worth individuals and families, business owners in the real estate, manufacturing, automotive, construction, retail, chemical, energy, telecommunications, legal, and medical industries, executors, trustees, and estate and trust beneficiaries.

    Ms. Reed handled matters such as wills; planning for incapacity, including powers of attorney, healthcare powers of attorney and directives to physicians; gifting techniques and strategies; life insurance planning; trust planning; generation-skipping planning; succession planning for business owners, including buy-sell agreements; marital property agreements; estate administration and probate; trust administration; preparation and filing of estate, inheritance and gift and generation-skipping transfer tax returns; and representation in transfer tax audits.  

    Seminars & Presentations

    Speaker at various tax institutes and seminars including:

    • Chamberlain Hrdlicka Annual Business & Tax Planning Seminars
    • Chamberlain Hrdlicka Quarterly Tax Forums
    • Texas Society of Certified Public Accountants
      • Income Taxation of Trusts & Estates
      • Estate & Gift Taxation
      • Estate & Gift Taxation - Advanced
    • Central Texas Chapter of CPA's
    • Houston Bar Association - Probate Section
    • Society of Financial Service Professionals

    Seminar topics include:

    • Better to Give... But How?  A Practical Guide to Transfer Tax Strategies for Foreign Individuals
    • Desperate Clients:  A Selection of Estate, Gift and Income Tax Issues
    • A Year of Change?  After the Bankruptcy Abuse and Consumer Protection Act of 2005 and Estate Tax Reform
    • Estate Planning for the 21st Century: Can You Afford Not To?
    • The Top Ten Things You Need to Know About Trusts
    • The Tax Relief Act of 2001:  How It Affects Your Financial Plan
    • Buyer Beware!
    • Getting a Good Night's Sleep? Ten Estate Planning Pitfalls to Keep You Up at Night
    • What Your Client Should Know About Estate Planning, Including IRS Attacks on Family Limited Partnerships
    • Community Property Considerations in Estate Planning
    • Estate Planning: Facing Reality Sensibly
    • Exempt or Nonexempt -- That Is the Question
    • Why You Need a Will and Tax-Planned Wills
    • Provisions Affecting Estates and Trusts and the New (and Improved?) Generation-Skipping Tax
    • Probate and Estate Administration
    • A Will Checklist or How to Review Your Client's Will
    • Current Developments in Estate and Gift Tax
    • Dependent Administration
    • Estate Planning Awareness
    • Generation-Skipping Planning

    Professional Affiliations

    • Member, American Bar Association, Section of Real Property, Probate and Trust Law
    • Member, State Bar of Texas, Section of Real Property, Probate and Trust Law Section
    • Member, Houston Bar Association, Probate, Trust and Estate Section
    • Board Certified, Estate Planning & Probate, Texas Board of Legal Specialization

    News

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